Steven
Kelley
Dempsey Lord Smith, LLC
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About this Advisor
Steven Kelley is a financial advisor operating out of Rome, Georgia with a total of 8 years of industry experience. Kelley is currently employed by Dempsey Lord Smith, LLC. Their career trajectory has included roles at Webb Creek Management Group, Shaw Industries and Dempsey Lord Smith, Lcc. Kelley holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Dempsey Lord Smith, LLC is a business headquartered in Rome, GA. The company has offices in 60 locations and a total of 101 advisors. It oversees $502 million in assets under management among its 2,945 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,945 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees vary depending on the type of financial services offered. However, fees billed by Dempsey Lord Smith, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dempsey Lord Smith, LLC Brokerage Details
$502,000,000
101
2,945
$170,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Steven Kelley Work History
Steven has been registered as a financial advisor for 8 years.*
Webb Creek Management Group
Dempsey Lord Smith, Lcc
Shaw Industries
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dempsey Lord Smith, LLC
Rome, GA
Calhoun, GA
Rome, GA
Rome, GA
Dawsonville, GA
Rome, GA
Greenville, SC
Rome, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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